Purchases and Sales Made in Q2 2024 in Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD MUN BD FDS TAX-EXEMPT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-442- 1.22% |
$21.9K - $22.3K
|
35.7K
$1.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-447- 1.17% |
$22.1K - $22.5K
|
37.8K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-454- 1.61% |
$22.5K - $22.9K
|
27.7K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-487- 65.46% |
$24.1K - $24.6K
|
257
$12.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-489- 6.4% |
$24.2K - $24.7K
|
7.16K
$359K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-501- 71.78% |
$24.8K - $25.3K
|
197
$9.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-514- 33.59% |
$25.5K - $25.9K
|
1.02K
$51K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-533- 4.59% |
$26.4K - $26.9K
|
11.1K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-536- 8.43% |
$26.6K - $27K
|
5.83K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-556- 3.09% |
$27.5K - $28K
|
17.5K
$877K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-565- 1.46% |
$28K - $28.5K
|
38.2K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-596- 0.63% |
$29.5K - $30.1K
|
94.1K
$4.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-601- 11.83% |
$29.8K - $30.3K
|
4.48K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-605- 4.11% |
$30K - $30.5K
|
14.1K
$708K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-642- 0.76% |
$31.8K - $32.4K
|
84.1K
$4.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-643- 1.66% |
$31.9K - $32.4K
|
38.2K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-645- 38.05% |
$32K - $32.5K
|
1.05K
$52.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-661- 1.4% |
$32.8K - $33.3K
|
46.5K
$2.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-667- 3.07% |
$33K - $33.6K
|
21.1K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-682- 12.63% |
$33.8K - $34.4K
|
4.72K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-691- 1.63% |
$34.2K - $34.9K
|
41.6K
$2.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-700- 65.79% |
$34.7K - $35.3K
|
364
$18.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-736- 5.78% |
$36.5K - $37.1K
|
12K
$603K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-737- 4.34% |
$36.5K - $37.2K
|
16.2K
$815K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-765- 7.07% |
$37.9K - $38.6K
|
10K
$505K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-785- 9.0% |
$38.9K - $39.6K
|
7.93K
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-812- 1.66% |
$40.2K - $41K
|
48K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-824- 14.31% |
$40.8K - $41.6K
|
4.94K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-841- 10.93% |
$41.7K - $42.4K
|
6.86K
$344K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-849- 3.14% |
$42.1K - $42.8K
|
26.2K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-850- 3.95% |
$42.1K - $42.9K
|
20.7K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-854- 1.09% |
$42.3K - $43.1K
|
77.4K
$3.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-860- 4.96% |
$42.6K - $43.4K
|
16.5K
$827K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-871- 1.28% |
$43.2K - $43.9K
|
67.1K
$3.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-874- 2.68% |
$43.3K - $44.1K
|
31.8K
$1.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-896- 6.01% |
$44.4K - $45.2K
|
14K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-909- 2.66% |
$45K - $45.8K
|
33.3K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-910- 1.23% |
$45.1K - $45.9K
|
73.2K
$3.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-912- 7.13% |
$45.2K - $46K
|
11.9K
$597K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-915- 2.01% |
$45.3K - $46.2K
|
44.6K
$2.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-918- 0.59% |
$45.5K - $46.3K
|
155K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-932- 18.18% |
$46.2K - $47K
|
4.19K
$211K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-943- 4.67% |
$46.7K - $47.6K
|
19.2K
$966K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-952- 0.87% |
$47.2K - $48K
|
109K
$5.47M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-982- 2.86% |
$48.7K - $49.5K
|
33.4K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.02K- 1.05% |
$50.7K - $51.6K
|
96.3K
$4.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.07K- 3.33% |
$52.9K - $53.8K
|
31K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.07K- 3.49% |
$53.2K - $54.1K
|
29.7K
$1.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.12K- 3.52% |
$55.3K - $56.3K
|
30.6K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.15K- 0.28% |
$56.7K - $57.8K
|
406K
$20.4M
|